Search Results for: Investment Management

Atlassian Acquires Percept.ai, Continues Investing In Jira Service Management Offering
Investment Services News

Atlassian Acquires Percept.ai, Continues Investing In Jira Service Management Offering

Fintech News Desk
by Fintech News Desk0
Helps teams efficiently deliver great employee and customer support experiences at high velocity Atlassian Corporation Plc , a leading provider of team collaboration and productivity software and the maker of Jira Software, Confluence, Bitbucket and Trello products, has announced the acquisition of Percept.AI, an AI-powered virtual agent technology provider, to......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
SEI Partners with Maybank Group to Expand Investment Access For Malaysian Investors
Fintech Investment Services News

SEI Partners with Maybank Group to Expand Investment Access For Malaysian Investors

Fintech News Desk
by Fintech News Desk0
SEI Further Extends Global Footprint with Malaysian Wealth Management Partnership SEI announced a strategic partnership with Maybank Group (Maybank) to deliver its clients SEI’s investment expertise and asset allocation strategy. The partnership introduces SEI’s manager selection platform and asset management capabilities, including proprietary manager research and due diligence, risk management,......
T-REX Raises $40 Million Led by Riverstone Holdings to Accelerate Investment in Sustainable Infrastructure and Private Credit Markets
Capital Markets Finance News

T-REX Raises $40 Million Led by Riverstone Holdings to Accelerate Investment in Sustainable Infrastructure and Private Credit Markets

Fintech News Desk
by Fintech News Desk0
T-REX Group, Inc., a SaaS provider supporting the asset-backed financing industry, has announced a $40 million Series C funding round, led by Riverstone Holdings LLC and Riverstone affiliates (“Riverstone”), with participation from existing shareholders Citi, ClearSky, Westly Group, Viola FinTech, and the Partnership Fund for New York City. T-REX, with......
Delaware Investments Colorado Municipal Income Fund, Inc. and Delaware Investments Minnesota Municipal Income Fund II, Inc. Announce Final Distribution Amounts
Investment Services News

Delaware Investments Colorado Municipal Income Fund, Inc. and Delaware Investments Minnesota Municipal Income Fund II, Inc. Announce Final Distribution Amounts

Fintech News Desk
by Fintech News Desk0
Delaware Investments Colorado Municipal Income Fund, Inc. (the “Colorado Muni Fund”) and Delaware Investments Minnesota Municipal Income Fund II, Inc. (the “Minnesota Muni Fund”) today announce that the Colorado Muni Fund and Minnesota Muni Fund will make final distributions in connection with the acquisition described in the second paragraph below.......
Ping An Receives Approval For Founder Group Restructuring Investment
Fintech Investment Services News

Ping An Receives Approval For Founder Group Restructuring Investment

Fintech News Desk
by Fintech News Desk0
Seven Entities Incorporated Under New Founder Group The Group is committed to becoming the world’s leading integrated finance and healthcare service provider Ping An Insurance (Group) Company of China, Ltd. announced that the China Banking and Insurance Regulatory Commission (CBIRC) has approved Ping An Life Insurance Company of China, Ltd.’s investment in......
CurrencyWorks Completes US$250,000 Financing Led By Management
Finance News

CurrencyWorks Completes US$250,000 Financing Led By Management

Fintech News Desk
by Fintech News Desk0
CurrencyWorks Inc. (“CurrencyWorks” or the “Company”),, an award-winning, full-service blockchain platform provider, announced that the Company intends to complete a non-brokered private placement pursuant to Section 4(a)(2) of the Securities Act of 1933 or Regulation S under the Securities Act of 1933, as applicable, pursuant to which the Company plans......
Allspring Global Investments Commences Operations As An Independent Global Asset Manager
Investment Services News

Allspring Global Investments Hires Head of APAC ex-Japan

Fintech News Desk
by Fintech News Desk0
Allspring Global Investments (Allspring), the pure-play, independent asset manager with US$575 billion in assets under management, announced the appointment of Andy Sowerby as managing director, head of Client Group APAC ex-Japan. Reporting to Deirdre Flood, head of International Client Group, Andy will assume responsibility for leading Allspring’s business development across......
UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors
Banking News

UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors

Fintech News Desk
by Fintech News Desk0
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US UBS and Wealthfront, an industry-leading, automated wealth management provider serving the next generation of investors, signed an agreement whereby UBS would acquire Wealthfront in an all-cash transaction valued at $1.4 billion. Through this......
KKR Leads Series C Round in Philippine B2B Platform GrowSari with US$45 Million Investment
B2B E-commerce News

KKR Leads Series C Round in Philippine B2B Platform GrowSari with US$45 Million Investment

Fintech News Desk
by Fintech News Desk0
Transaction marks KKR’s latest technology investment in the merchant enablement space KKR, a leading global investment firm, and GrowSari, a B2B e-commerce platform serving micro, small and medium-sized enterprises in the Philippines, announced the signing of definitive agreements under which KKR will invest US$45 million to lead GrowSari’s Series C......
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